WSCVX Mutual Fund
WSCVX Mutual Fund
WSCVX Mutual Fund
North Star Small Cap Value Fund Investor Class
WSCVX Mutual Fund Overview
WSCVX Mutual Fund (North Star Small Cap Value Fund Investor Class) is managed by North Star Mutual Funds with $32.0M in net assets. WSCVX expense ratio is 1.22%, holding 50 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2008-02-01.
WSCVX performance shows a YTD return of 23.60%. The 1-year return is 37.99% and the 5-year return is 11.49%. WSCVX dividend yield stands at 10.71%, paid annually.
WSCVX top holdings include First Am Treas Obli-X (7.5%), The Madison Square Garden Company - Class A (4.1%), Blue Bird Corp (4.0%), Azz Inc (3.9%), Postal Realty Trust Inc- A Common Stock (3.8%). Go to all WSCVX holdings, WSCVX sectors, or WSCVX dividends.
WSCVX can be compared against other funds. Use WSCVX overlap to find shared positions, or WSCVX vs another fund for a side-by-side view. WSCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.